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McDonald's

3,414 hedge funds and large institutions have $166B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,383 increasing their positions, 1,351 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 145

32% more funds holding in top 10

Funds holding in top 10: 4762 (+15)

8% more capital invested

Capital invested by funds: $153B → $166B (+$12.8B)

1.77% more ownership

Funds ownership: 72.63%74.4% (+1.8%)

10% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.56B

2% more repeat investments, than reductions

Existing positions increased: 1,383 | Existing positions reduced: 1,351

1% more funds holding

Funds holding: 3,3863,414 (+28)

Holders
3,414
Holders Change
+28
Holders Change %
+0.83%
% of All Funds
45.77%
Holding in Top 10
62
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+31.91%
% of All Funds
0.83%
New
230
Increased
1,383
Reduced
1,351
Closed
145
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$406M +$19.1M +63,954 +5%
AllianceBernstein
52
AllianceBernstein
Tennessee
$404M +$37.2M +124,420 +11%
HighTower Advisors
53
HighTower Advisors
Illinois
$387M +$9.88M +33,031 +3%
Canada Life
54
Canada Life
Manitoba, Canada
$381M +$861K +2,877 +0.2%
CWP
55
Capital Wealth Planning
Florida
$378M +$131M +436,435 +56%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$370M -$35.1M -117,250 -9%
Viking Global Investors
57
Viking Global Investors
Connecticut
$359M +$344M +1,150,434 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$359M -$1.83M -6,108 -0.5%
Stifel Financial
59
Stifel Financial
Missouri
$350M +$4.55M +15,216 +1%
BG
60
Bahl & Gaynor
Ohio
$343M -$1.12M -3,735 -0.3%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$341M +$1.72M +5,750 +0.5%
Swedbank
62
Swedbank
Sweden
$341M -$5.06M -16,913 -2%
DekaBank Deutsche Girozentrale
63
DekaBank Deutsche Girozentrale
Germany
$338M +$25.2M +84,296 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$316M +$20.3M +68,007 +7%
US Bancorp
65
US Bancorp
Minnesota
$307M -$9.66M -32,295 -3%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$304M +$976K +3,264 +0.3%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$296M -$13.4M -44,900 -5%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$295M -$172M -573,720 -37%
Corient Private Wealth
69
Corient Private Wealth
Florida
$293M -$32M -106,864 -10%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$280M -$21.4M -71,637 -7%
Principal Financial Group
71
Principal Financial Group
Iowa
$260M -$1.27M -4,234 -0.5%
ProShare Advisors
72
ProShare Advisors
Maryland
$256M -$16.7M -55,711 -6%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$250M +$29.9M +99,856 +14%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M +$86.3M +288,390 +58%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$242M +$228M +763,188 +7,672%

MCD Hedge Fund Activity: Q1 2025 in Review

3,414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2025, worth a combined $166B — up 8.4% from $153B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new MCD positions and 145 closed out — a net gain of 85 holders — while 1,383 added to existing stakes and 1,351 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $647M.

  • 3,414 institutional investors held McDonald's (MCD) as of Q1 2025, up from 3,386 in Q4 2024.
  • Funds reported $166B of McDonald's stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 230 funds opened new McDonald's positions in Q1 2025 and 145 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $1.45B added.
  • The largest McDonald's seller in Q1 2025 was Wellington Management Group, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2025.